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von Borstel & Associates’s LPL Financial LPLA Stock Holding History

von Borstel & Associates’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-203
Closed -$66K – 94
2025
Q1 		$66K Buy
+203
New +$70.7K 0.02% 64

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

von Borstel & Associates's LPLA Position: Q2 2025 in Review

von Borstel & Associates sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 203 shares — an estimated $66K sold.

von Borstel & Associates first reported a position in LPLA in Q1 2025 and held it in 1 quarter. The position peaked at $66K in Q1 2025. 802 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • von Borstel & Associates reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 203 LPL Financial shares in Q2 2025, an estimated $66K.
  • von Borstel & Associates first reported a position in LPL Financial in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's LPL Financial position peaked at $66K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.